Customer Support Analyst, Corporations

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow.

As our customers' primary point of contact, support analysts will address inbound requests/inquiries over phone, chat and email. A successful candidate will be comfortable and confident in written and verbal communication with whichever of Carta's stakeholders they end up working with. This could include C-level executives, customers' employees, law firms (partners and paralegals), as well as investors/board members.

As a support analyst, the responsibilities and duties you can expect include:

• Provide timely and accurate front-line support for all customers that your support segment services
• Proactively follow-up with your clients and stay actively engaged from the day a case is opened
• Engage with clients real-time via phone or zoom
• Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement
• Become an expert in our security and escalation practices
• Train your clients based on the understanding you have acquired while working with them

The Team You'll Work With

Our team's mission is to provide excellent customer service by leveraging our knowledge of equity and Carta to reduce customer effort and empower clients to efficiently manage their ownership.

As a Support Analyst, you will have the opportunity to support one of product lines including: Cap Table Management, Carta Partner Program, Carta for LLCs, Launch and Carta Total Compensation.

About You

• Fluent in English with strong written and verbal communication skills
• Highly organized with strong attention to detail as our work is subject to many legal regulations
• Care deeply, genuinely, and passionately about client services
• Excited to take on new challenges
• Ability to articulate technical and complex concepts in a clear and concise manner
• Ability to balance multiple active projects
• Exhibit diplomacy, tact, and poise when communicating with clients or customers
• Driven to help and solve problems
• Experience in a fast paced, client facing environment is a plus!
• Experience learning new technologies, platforms, and systems is a plus!

Even if you don't have all of the qualifications we've listed, please apply if you believe you could be impactful in this role!

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies. We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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